Welcome to Primer!

Primer is a powerful data platform that allows you to build hyper-targeted audiences and enrichments to supercharge your marketing and sales engines. The content within our Help Center should help you get started and get the most out of the Primer platform. First, we'll cover Integrations. Correctly connecting your CRM and ad platforms is key to getting the optimal experience with Primer. Secondly, under the Audiences section, we'll cover the basics of how to build an audience on Primer. You'll learn how to create audiences using 1st-party data, 3rd-party data, or both.
Finally, Playbooks present different GTM strategies you can run with Primer and Training Guides provide an introduction to some digital advertising concepts that we think will help you run more effective campaigns.
If you have questions, please don't hesitate to reach out to your CSM on Slack.
Below, we'll cover team settings, payments, connecting your ad accounts, and other basic steps to get started with Primer.

1). Add Team Members

To add members to your Primer account, navigate to the 'Teams' section on the left-hand side menu and follow the prompts.

2). Connect Destinations

Ad Platform Connection

Connecting your various ad platforms can be done quickly and easily within Primer's Integrations page.
Select 'Connect Account' to being the connection process between your ad account(s) and Primer. Once connected, you'll be able to see your Account information and a Completed status, indicating the connection was successful.

CRM Connection

Please see our CRM section to get started with connecting your CRM.
Last modified 2mo ago